Clarke Nicklin Financial Planning (CNFP) have further expanded their team, as Support Services Senior Suzy Middleton moves internally to become Financial Planning Administrator.
Suzy moves from her role providing administration support across all of the Clarke Nicklin services to specialise in providing support to Clark Nicklin Financial Planning.
Suzy has already supported the Financial Planning team under her previous role on broader administration areas, and has built a varied skill set over the years. She will be an important part of the service delivery as the client base and needs of clients continues to grow.
Scott Herbert, Partner and Independent Financial Advisor comments
“The expansion of the team is a requirement to support the very high standards of advice and support we provide, as we are rapidly expanding with more and more people seeking first-rate professional advice. Everyone is thinking about key plans surrounding their financial future, including wanting to retire at a sensible age with a decent pension, making the most of any savings or spare cash, and how to take advantage of the flexibility of pension freedoms.”
Andrew Baggott, Managing Partner, continues
“Clarke Nicklin have a very specific focus on personal and professional development, and we are committed to training and supporting staff to make sure they have the skills to develop. Adding Suzy to the team will enable us to continue to deliver the highest level of advice and support for our clients, as well as see Suzy develop further, creating a win-win situation.”
Clarke Nicklin Financial Planning are leading providers of Independent Financial Advice, looking after individuals, corporate clients and high net worth individuals, advising on Pension Planning, Investments and savings, life protection, group employee benefits, and Mortgage advice.